| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 211,105 | $5.01M | $6.07M | $1.06M | 21.1% |
Stephen Kenney Gray Private Wealth LLC | 278,649 | $6.31M | $8.01M | $1.7M | 26.93% |
Kevin Zemann WealthPlan Investment Management LLC | 22,491 | $611,382.06 | $646,166.43 | $34,784.37 | 5.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 13,815 | $321,249.52 | $396,904.95 | $75,655.43 | 23.55% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 29,011 | $619,938.86 | $833,486.03 | $213,547.17 | 34.45% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,730 | $485,979 | $509,382.9 | $23,403.9 | 4.82% |
Amna Ali Khan GDS Wealth Management | 16,572 | $378,430.62 | $481,748.04 | $103,317.42 | 27.3% |
Mark Mowrey Signature Resources Capital Management LLC | 375 | $7,649.25 | $10,773.75 | $3,124.5 | 40.85% |
Rachel Faulk Cape Investment Advisory Inc. | 636 | $17,443 | $18,272.28 | $829.28 | 4.75% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 39,053 | $861,682.03 | $1.12M | $260,310.66 | 30.21% |
Mariana Coli Dunhill Financial LLC | 4,410 | $103,348.35 | $126,919.8 | $23,571.45 | 22.81% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 355 | $8,633.95 | $10,199.15 | $1,565.2 | 18.13% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,650 | $234,795.6 | $248,514.5 | $13,718.9 | 5.84% |
Lukas Lindgren Abound Wealth Management | 330 | $9,046 | $9,480.9 | $434.9 | 4.81% |
Drew Phillips Fortitude Family Office LLC | 1,550 | $34,800.6 | $44,531.5 | $9,730.9 | 27.96% |
Bert D. Barre Colonial Trust Co. / SC | 6,365 | $139,441.5 | $184,521.35 | $45,079.85 | 32.33% |
Victoria Latham Fiduciary Alliance LLC | 9,800 | $232,500.72 | $281,554 | $49,053.28 | 21.1% |
Loni Adams Daymark Wealth Partners LLC | 25,132 | $557,209.45 | $722,042.36 | $164,832.91 | 29.58% |
Stephen Cheifetz Kades & Cheifetz LLC | 9,430 | $207,829.33 | $270,923.9 | $63,094.57 | 30.36% |
Michael Snyder Beaumont Financial Advisors LLC | 376,740 | $7.86M | $10.82M | $2.97M | 37.77% |